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Este formulario se utiliza para designar beneficiarios de beneficios por fallecimiento en cuentas de ahorro para jubilación. Permite mayor certeza sobre cómo se pagarán los beneficios de fallecimiento
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How to fill out binding death benefit nomination
How to fill out binding death benefit nomination
01
Obtain the binding death benefit nomination form from your superannuation fund.
02
Read the instructions carefully to understand the requirements.
03
Fill out your personal details, including your full name and member number.
04
Clearly specify the beneficiaries you wish to nominate, including their full names and relationships to you.
05
Indicate the percentage of your superannuation balance that each beneficiary will receive, ensuring total percentages add up to 100%.
06
Review the form to ensure all information is correct and complete.
07
Sign and date the form in the designated area to validate your nomination.
08
Submit the completed form to your superannuation fund according to their submission guidelines.
Who needs binding death benefit nomination?
01
Anyone with a superannuation fund who wants to ensure their benefits are distributed according to their wishes after their death should consider making a binding death benefit nomination.
02
Individuals with dependents, such as a spouse, children, or other beneficiaries, may especially benefit from making a binding nomination.
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What is binding death benefit nomination?
A binding death benefit nomination is a formal instruction provided by a superannuation fund member that specifies who will receive their superannuation benefits upon their death, binding the trustee to comply with the member's wishes.
Who is required to file binding death benefit nomination?
Any member of a superannuation fund who wishes to designate specific beneficiaries for their death benefits can file a binding death benefit nomination. It is particularly relevant for those with dependants or specific wishes regarding their superannuation assets.
How to fill out binding death benefit nomination?
Filling out a binding death benefit nomination typically involves completing a specific form provided by the superannuation fund, detailing the chosen beneficiaries, indicating their relationship to the member, and signing the form in accordance with the fund's requirements.
What is the purpose of binding death benefit nomination?
The purpose of a binding death benefit nomination is to ensure that a member's superannuation benefits are distributed according to their wishes upon their death, providing clarity and avoiding disputes among potential beneficiaries.
What information must be reported on binding death benefit nomination?
The information that must be reported includes the member's details, the names and relationships of the nominated beneficiaries, the percentage of benefits to be allocated to each beneficiary, and the member's signature, along with any required witness signatures.
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